Services
At Balanced Virtually, we offer a full suite of financial services tailored to meet the needs of busy small business owners. Whether you’re just starting out or preparing to scale, we provide expert support to help you build a strong financial foundation and make informed decisions for growth.
Bookkeeping, Accounting & Consulting Services
We handle the numbers so you can focus on what you do best. Our combined services include:
- Monthly reconciliation of bank and credit card accounts
- Preparation of monthly Income Statement and Balance Sheet reports
- General ledger entry and maintenance
- Monthly financial review and analysis
- QuickBooks Online training
- Internal bookkeeping reviews
- Cash flow management and forecasting
- Financial strategy and performance analysis
- One-on-one coaching to help you understand and use your financials
Fractional CFO Services
Get the benefit of executive-level financial expertise—without hiring full-time:
- Financial planning and forecasting
- Budget creation and oversight
- Profitability and KPI analysis
- Strategic financial guidance for growth
- Oversight of financial reporting and systems
Ideal for small businesses ready to scale or seeking long-term sustainability.
Workshops & Seminars
Veronica offers interactive and practical financial training for small business owners, nonprofits, and teams. Topics include:
- Bookkeeping and accounting best practices
- Financial literacy for entrepreneurs
- Interpreting financial reports
- Strategic planning for business growth
Sessions are available virtually and can be customized to your audience.